Associate 2 (surigao client service center)Sun Life Financial

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
ROLES & ACCOUNTABILITIES OF ASSOCIATE
1. Resolves all types of inquiries and requests at the counter in a timely, accurate,
professional and courteous manner using the various Client Service Center
applications/systems and ensuring counter service levels are met; Facilitates requests for
processes beyond the scope of the Client Service Center; Coordinates with backend support
unit/dept and or Sr. CC staff for requests requiring changes and adjustments in their
policy/plan records.
2. Scans new business and conversion applications (SLOCPI, SLGFI, and MF) following
agreed upon guidelines/procedures using Client Service Center application systems and
ensuring service level targets are met.
3. Facilitates/Processes disbursement-related transactions (TRAD, VUL, MF) such as
loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment
pay-outs; monitors receipt of plan termination checks, non-cash transactions, etc.
ensuring service levels are met.
4. Receives and processes payments for all four lines of businesses; issues official
receipts, and accounts for said collections on a daily basis following agreed upon
guidelines, procedures, and ensuring service levels are met;
5. Handles Petty Cash Fund ensuring that the receipts and fund are balanced at all times and are
safekept in the Vault. Ensures replenishment when amount is to 50% depleted. Ensures
Working Fund, if any, is composed of loose bills/coins at all times to be disbursed as loose
change
6. Prepares various pre-formatted correspondences and facilitates client's computation
requests using various worksheets within the scope or authority limit.
7. Prepares monthly reports, files confidential records, acts as backup to other Client Service
Center staff.
8. Maintains the standard Look and Feel at the Client Service Centers.
9. Performs the following sales/marketing - related tasks: (one-man Client Service Center-
specific)
a. Prepares daily monitoring report on life, and mutual funds new business
applications following required format for submission to Sales Channel Head.
b. Distributes monthly the updated MF sales presentation materials to the licensed MF
representatives in the area
c. Coordinates and handles Proposal System/AMS related upgrades
d. Monitors, maintains and conducts monthly inventory of the ISO's supplies, forms and
equipment following approved guidelines and procedures
e. Posts company-related updates in the bulletin board
f. Monitors and updates promos
g. Facilitates resigned agent's surrendered items
h. Distributes status cards, duplicate O.R., Memos/Circulars, Policy Contracts.
10. Performs the following office management tasks:
a. Monitors, maintains and conducts regular inventory of office supplies, forms and
equipment following approved guidelines/procedures.
b. Reports equipment/furniture/premises-maintenance issues to appropriate HO units
and facilitates resolution of problems.
c. Handles and coordinates incoming and outgoing documents and materials for the
three (3) product lines.
d. Prepares, coordinates and follows-up check requests and payments for various office
utilities (i.e. Telephone, Office rentals, etc)
e. Coordinates logistics as required for Sunlife-initiated training and events.
Job Category: Customer Service / Operations
Posting End Date:
Sun Life Financial

Surigao City, Surigao del Norte
Permanent
Full-time